Please find details below of the items included in this latest release.

A New version of the Mobile App has been released, release notes for this can be found here: Mobile Release Notes

We’re excited to introduce the first step in our new communications system for the mobile app. This is part of a series of improvements arriving early next year that will make communication with the app faster and smoother than ever.

For now, we’re rolling out a beta version of our new registration system. You can learn more in this article.

Instead of entering a registration password and carefully typing in an asset tag, you can now generate a QR code or short code for your engineers to quickly register new devices — simple, fast, and hassle-free.

During the beta, you can choose whether to use the new system or stick with the current password-based method.

And don’t worry: any devices already registered will not need to be registered again.

With this update, once a branch is linked to an account package (such as Xero or QuickBooks), users can now sync customer and supplier records directly from the linked account package into Service Geeni. This ensures that customer and supplier information remains consistent and up to date across both systems, reducing manual data entry and the risk of errors.

Additionally, after syncing, users can send sales invoice postings, purchase invoice postings, and journal nominal postings straight from the relevant update screens in Service Geeni.

For organizations with multiple branches, it was previously difficult to manage different accounting integrations (such as Xero or QuickBooks) at the branch level. This update allows each branch to be connected to a different account package directly from the branch maintenance screen. Now, users can edit a branch and link it to the appropriate accounting integration—such as connecting one branch to Xero and another to QuickBooks—using the merge link in the branch selection screen. This provides greater flexibility and control for finance teams, making it easier to manage branch-specific integrations and streamline financial operations.

The system required a supplier to be selected for every equipment transfer, even when moving equipment internally. This forced users to create dummy supplier records for internal transfers, adding unnecessary steps and clutter. With this update, the Transfer Supplier field is now optional when creating an equipment transfer. If no supplier is selected, the transfer can still be raised, and the “Raise Purchase Order” button is disabled to prevent confusion. When raising an internal transfer, users are prompted to create associated transfer jobs if needed, making the process more flexible and aligned with real-world workflows. This change saves time, reduces administrative overhead, and ensures that internal transfers are handled cleanly without misusing supplier records.

A new filter option has been added to job control and the scheduler, allowing jobs to be filtered by the geographical area of their site. This makes it easier for teams to manage work based on regions (such as North, South, Midlands), supporting more efficient scheduling and resource allocation.

Forms data dictionary now includes a “Work Done Type” field in the WorkDoneNotesAttachments dataset.

The SSR (Self-Service Reporting) Job Quotation dataset now includes Task Description, Equipment ID, and Stock Parts fields. Users can now generate more detailed and informative reports about job quotations, making it easier to track what was quoted, for which equipment, and which parts are involved.

The engineer selection filters have been improved to make assigning jobs to engineers faster and more intuitive. Dropdowns now reflect the selected branch, unnecessary filters have been removed, and filter glitches have been fixed. Dropdowns are also easier to use, and the system can remember previous selections. The screen now features a “select all” option at the top of the list to allow user to select all engineers listed on the screen. This makes it much easier and faster for users to select multiple engineers, especially when managing large teams or assigning jobs in bulk.

Branch Name, Primary Supplier, and Manufacturer Part Number have been added to the JobStockParts dataset to provide more complete information for reporting and analysis.

Completing and submitting a collection job from job details did not always update the equipment status to collected. This logic has been corrected, and equipment is now properly marked as collected.

Attempts to change the branch of a stock item in the Stock Enquiry screen did not work as expected. The system would appear to save the change, but the branch would revert to its original value, preventing updates. This issue has now been resolved, and branch changes in Stock Enquiry are saved correctly.

On the parts request screen, search filters and status selections could not be used together, limiting the ability to refine results. This has been resolved, and filters and status selections now work in combination.

The Purchase Order number was not displayed in the Sales Order grid after applying filters, making it difficult to track linked POs. This bug has been fixed, and PO numbers now display correctly even after filtering.

Adjustments to column widths and order in the job parts list were not being saved, causing columns to reset after a page refresh. This issue has been resolved, and column settings now persist as expected.

Daily shift reports were being sent an hour early due to issues with daylight savings time handling. The scheduling logic has been updated, and reports are now sent at the correct local time throughout the year.

Consolidated hire invoices were appearing multiple times in the Sales Invoice Reprint screen, making it difficult to identify the correct invoice. This display issue has been resolved, and each invoice now appears only once.

When selecting sites or customers across multiple pages in the Web Portal, only the selections from the first page were saved, leading to incomplete access settings. This problem has been addressed, and selections across all pages are now saved correctly.

Attempts to raise a job from ESS for certain records would fail without any clear reason, preventing jobs from being created. This issue has now been fixed, and jobs can be raised for all records as expected.

Some equipment was being flagged as service due in the service call module, even though it was not on any active service contract. This confusion has now been resolved, and only equipment on active or draft contracts will appear as service due.

​

​